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CoreFirst Bank & Trust’s Invesco Municipal Opportunity Trust VMO Stock Holding History

CoreFirst Bank & Trust’s Portfolio VMO Stock Details VMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-700
Closed -$6.8K – 333
2024
Q4 		$6.8K Buy
+700
New +$6.96K ﹤0.01% 328

Other funds holding VMO

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

CoreFirst Bank & Trust's VMO Position: Q1 2025 in Review

CoreFirst Bank & Trust sold out of Invesco Municipal Opportunity Trust (VMO) in Q1 2025, closing a stake of 700 shares — an estimated $6.8K sold.

CoreFirst Bank & Trust first reported a position in VMO in Q4 2024 and held it in 1 quarter. The position peaked at $6.8K in Q4 2024. 108 funds tracked by Wall St. Rank hold VMO as of Q1 2025.

  • CoreFirst Bank & Trust reported no remaining Invesco Municipal Opportunity Trust position as of Q1 2025 after selling out during the quarter.
  • CoreFirst Bank & Trust sold 700 Invesco Municipal Opportunity Trust shares in Q1 2025, an estimated $6.8K.
  • CoreFirst Bank & Trust first reported a position in Invesco Municipal Opportunity Trust in Q4 2024 and held it in 1 quarter.
  • CoreFirst Bank & Trust's Invesco Municipal Opportunity Trust position peaked at $6.8K in Q4 2024.
  • 108 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q1 2025.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2025, filed 29 Apr 2025.